GP · SPV · Per deal
Set up a deal SPV
From a deal you want to syndicate to a submitted SPV with its investment link, its deal room and investor onboarding ready to release.
PlanSet up a deal SPV
Find and add the company
HeldLooks the company up in the registry, a paid lookup you confirm first, and adds it.
API actionGP confirmsStart the SPV
HeldStarts the SPV with its investment in the round: amount, currency and instrument.
API actionGP confirmsDraft the terms
HeldOperator drafts the profile, terms and details from your memo and earlier SPVs. You approve the setup steps at once; change one and only it comes back.
API actionper setup stepGP approves all in one goForm the entity
HeldCounsel forms the entity and gets its tax ID and bank account; you upload the operating agreement and subscription template.
PersonCounsel approvesSubmit the SPV
HeldRecords the legal entity on the SPV, submits it and reads back its investment link.
API actionGP confirmsSet up the deal room
HeldCopies your deal room template and puts the memo in it.
API actionGP confirmsDraft the investor onboarding
HeldOperator drafts the syndicate onboarding playbook for your target list and holds it until you release it.
Operator
The plan as it runs: each step waits for the one before it, and stops at its gate until the owner approves.
At a glance
Who runs it, and when
- Who runs it
- GP
- What starts it
- You decide to syndicate a deal, after a demand poll or on your own.
- How often
- Per deal
- Vehicle
- SPV
Ask Operator
Start it in a sentence
Ask Operator in chat. It drafts the plan for your fund, and nothing runs until you release it.
- You
Set up an SPV for our allocation in this round, closing in three weeks.
- You
Spin up an SPV for the healthtech deal.
- You
We’re syndicating the rest of this round; get the vehicle ready.
The outcome
The SPV is submitted with its entity, terms and investment link, its deal room holds the memo, and investor onboarding is ready to release.
What it proves
- Drafts the SPV’s terms from your memo and your earlier SPVs.
- Shows the exact preview of every write, including the paid registry lookup.
- Approves the setup steps in one go; a changed one comes back on its own.
- Waits for counsel where a lawyer is needed.
- Retries the registry lookup when it times out.